Close vs Planhat

Close offers four plans: Solo ($9-19/user/month), Essentials ($35-49), Growth ($99-109), and Scale ($139-149). All include calling, email, SMS, and Chloe AI agent access. Essentials adds unlimited contacts and team collaboration. Growth adds automation, power dialer, and custom activities. Scale adds role-based permissions and unlimited recording. Annual billing saves up to 50%.

Planhat uses custom, quote-based pricing with no published rates. Start-Up plans estimated at $1,150/month, Professional around $1,750/month ($25K-$45K/year for mid-market), and Enterprise from $50K-$100K+/year. All plans include unlimited users.

Close charges usage-based fees for calling (~$0.02 per minute), SMS charges per message, and phone number rentals ($1-5/month). The AI Call Assistant add-on costs $50/month plus $0.02 per minute for transcription. Heavy outbound calling teams can see their total costs increase 30-50% beyond the base seat price.

Yes. All Planhat plans include unlimited users, so scaling the platform across the organization does not increase per-seat costs.

Chloe is an AI sales agent built into Close that automatically calls leads, qualifies prospects through real conversations, and can book meetings while updating the CRM automatically. Chloe features AI-generated call summaries, transcripts, and action items automatically logged to contacts.

Planhat offers a full REST API and webhooks for read/write access, enabling advanced integrations with CRMs, data warehouses, and other systems. However, integration complexity requires developer involvement.

No. Close does not provide built-in lead lists, company intelligence, or contact enrichment features. Organizations must source leads separately or use third-party data providers. This differs from platforms like HubSpot which include integrated lead databases.

Planhat requires significant implementation time due to data modeling and configuration depth. The platform demands dedicated technical administration and planning expertise.

Close includes built-in calling with automatic call logging, email templates and bulk email capabilities, SMS messaging with tracking and automation, email syncing with Gmail, and automated follow-up workflows. All communication happens within the CRM platform.

Planhat includes Customer 360 profiles, customizable health scores, playbooks and automations, renewal forecasting, expansion tracking, and flexible data modeling for complex customer lifecycles.

Close's marketing automation features are limited compared to HubSpot. It includes basic email sequences, task reminders, and workflow automation, but lacks advanced lead scoring, nurturing campaigns, and detailed marketing analytics. Organizations requiring extensive marketing automation need separate tools.